Filed April 3, 2019
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,806 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,072 | $68,904+55.4% | $83,327+28.5% | $68,904+55.4% |
| Participation rate | 72.3% | 74.1%-1.8pp | 77.8%-5.5pp | 74.1%-1.8pp |
| Annual return | -4.47% | 1.07%-5.5pp | 10.64%-15.1pp | 1.07%-5.5pp |
| Employer contribution / active EE | $2,472 | $2,540-2.7% | $3,379-26.8% | $2,540-2.7% |
| Participant deferral / active EE | $5,776 | $4,015+43.8% | $5,565+3.8% | $4,015+43.8% |
| Admin fee / account holder | $13 | $71-81.9% | $7,540-99.8% | $71-81.9% |